New Tariffs Surpass First-Term Levels, Escalating Trade Tensions The U.S. will impose sweeping new tariffs starting Tuesday, with a 25% levy on imports from Canada and Mexico and an additional 10% on Chinese goods. The move significantly expands Trump-era trade policies, heightening tensions with key allies and rivals alike. To...
IBM’s AI-Powered Consulting Growth Sparks Market Optimism IBM is making a comeback, and Wall Street is taking notice. Evercore ISI analyst Amit Daryanani sees a bright future for International Business Machines Corp. (IBM), following its latest earnings report. Investor enthusiasm has sent IBM’s stock soaring, making it the top performer...
While the Federal Reserve is expected to keep interest rates steady on Wednesday, speculation about potential hikes has resurfaced. Analysts at Barclays still anticipate a gradual decline in rates through 2025 but acknowledge that a rate hike isn’t entirely off the table. Options markets currently price in a 25% chance...
The start of President Donald Trump’s second term has sparked a robust rally, driving the S&P 500 stocks to record highs and stretching market valuations to historic levels. Investors are now exploring alternatives to megacap technology stocks, seeking more affordable opportunities that could still benefit from the administration’s early policy...
Demand for Bullish Equity Options Signals Renewed Optimism in Markets The S&P 500 (SPX) narrowly missed hitting a new all-time high on Wednesday, though Thursday’s early indicators point to a softer start. In a bullish turn, Nomura strategist Charlie McElligott suggests a potential “melt-up” could be underway. Known for his...
Tech Companies Ramp Up Stock Buybacks Despite Energy-Intensive Operations Tech companies have significantly increased their stock buybacks programs in recent years, prioritizing shareholder returns even as the industry’s energy demands continue to soar. Innovations like artificial intelligence (AI) and cloud computing require enormous amounts of energy to power data centers...
